Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOULD ASSET MANAGEMENT LLC /CA/ | 05-03-2024 | 03-31-2024 | 163 | 413,406,528 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COMPANIES | COM | 101 | $550,641 | 2,162 | 0.00 | 0.00 | -125 | -5.47 | 03-31-2024 |
| CATERPILLAR INC | COM | 102 | $545,981 | 1,490 | 0.00 | 0.00 | 260 | 21.14 | 03-31-2024 |
| ENERGY TRANSFER LP | COM UT LTD PTN | 103 | $535,701 | 34,056 | 0.00 | 0.00 | -3,250 | -8.71 | 03-31-2024 |
| ABBOTT LABORATORIES | COM | 104 | $503,173 | 4,427 | 0.00 | 0.00 | -130 | -2.85 | 03-31-2024 |
